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Bessemer Group

Bessemer Group Portfolio holdings

AUM $63.6B
1-Year Est. Return 28.76%
This Fund
S&P 500
This Quarter Est. Return
+14.98%
1 Year Est. Return
+28.76%
3 Year Est. Return
+103.2%
5 Year Est. Return
+139.19%
10 Year Est. Return
+509.85%
AUM
$61.6B
AUM Growth
+$5.83B
Cap. Flow
-$254M
Cap. Flow %
-0.41%
Top 10 Hldgs %
34.22%
Holding
2,706
New
131
Increased
880
Reduced
1,001
Closed
188

Top Buys

Rank Stock Value
1
NOW icon
ServiceNow
NOW
+$393M
2
BSX icon
Boston Scientific
BSX
+$293M
3
AVGO icon
Broadcom
AVGO
+$238M
4
SPOT icon
Spotify
SPOT
+$221M
5
SHW icon
Sherwin-Williams
SHW
+$210M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$380M
2
LOW icon
Lowe's Companies
LOW
+$370M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$287M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$237M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$235M

Sector Composition

Rank Sector Weight
1 Technology 29.07%
2 Financials 14.05%
3 Consumer Discretionary 9.88%
4 Industrials 9.29%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMN icon
2101
AMN Healthcare
AMN
$1.41B
$3K ﹤0.01%
131
-274
-68% -$5.7K
ANAB icon
2102
AnaptysBio
ANAB
$1.65B
$3K ﹤0.01%
136
+110
+423% +$2.3K
ARCC icon
2103
Ares Capital
ARCC
$14.3B
$3K ﹤0.01%
130
-3,184
-96% -$67.7K
ARIS
2104
DELISTED
Aris Water Solutions
ARIS
$3K ﹤0.01%
124
– –
ARR
2105
Armour Residential REIT
ARR
$2.34B
$3K ﹤0.01%
172
+1
+0.6% +$16
ATEN icon
2106
A10 Networks
ATEN
$2.06B
$3K ﹤0.01%
168
-17
-9% -$290
BDN
2107
Brandywine Realty Trust
BDN
$539M
$3K ﹤0.01%
721
– –
BHVN icon
2108
Biohaven
BHVN
$2.2B
$3K ﹤0.01%
209
-23
-10% -$410
BZH icon
2109
Beazer Homes USA
BZH
$906M
$3K ﹤0.01%
144
+44
+44% +$914
CABO icon
2110
Cable One
CABO
$204M
$3K ﹤0.01%
21
-28
-57% -$5.25K
CGEM icon
2111
Cullinan Oncology
CGEM
$1.17B
$3K ﹤0.01%
+436
New +$3.5K
CHH icon
2112
Choice Hotels
CHH
$4.62B
$3K ﹤0.01%
20
-58
-74% -$7.33K
CNA icon
2113
CNA Financial
CNA
$13.8B
$3K ﹤0.01%
60
-17
-22% -$807
COLD icon
2114
Americold
COLD
$4.2B
$3K ﹤0.01%
200
+180
+900% +$3.26K
CRGY icon
2115
Crescent Energy
CRGY
$4.04B
$3K ﹤0.01%
364
-19
-5% -$166
DDS icon
2116
Dillards
DDS
$10.1B
$3K ﹤0.01%
6
– –
DFH icon
2117
Dream Finders Homes
DFH
$1.24B
$3K ﹤0.01%
108
-74
-41% -$1.66K
DRH icon
2118
Diamondrock Hospitality Co
DRH
$2.48B
$3K ﹤0.01%
389
-5
-1% -$37
DRVN icon
2119
Driven Brands
DRVN
$2.07B
$3K ﹤0.01%
165
– –
ELAN icon
2120
Elanco Animal Health
ELAN
$11.1B
$3K ﹤0.01%
216
– –
FEZ icon
2121
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
$3K ﹤0.01%
42
– –
GH icon
2122
Guardant Health
GH
$22.7B
$3K ﹤0.01%
50
– –
GO icon
2123
Grocery Outlet
GO
$970M
$3K ﹤0.01%
247
– –
GRAB icon
2124
Grab
GRAB
$15B
$3K ﹤0.01%
534
-268
-33% -$1.25K
HROW icon
2125
Harrow
HROW
$1.53B
$3K ﹤0.01%
85
– –
83 84
85
86 87

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Baird Financial Group
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GQG Partners
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Caisse de Depot et Placement du Quebec (CDPQ)
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Adage Capital Partners
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Artisan Partners
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
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Bessemer Group's Q2 2025 Portfolio in Review

As of Q2 2025, Bessemer Group held 2,706 positions worth $61.6B, up 10% from $55.8B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Bessemer Group's Q2 2025 filing shows 131 new, 880 increased, 1,001 reduced and 188 closed positions. Its largest new stake was On Holding: 832,727 shares worth $43.3M. The largest sale was UnitedHealth, an estimated $380M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Bessemer Group's largest Q2 2025 buy was On Holding: 832,727 shares worth $43.3M.
  • Bessemer Group added most to ServiceNow in Q2 2025, an estimated $393M increase.
  • Bessemer Group's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $380M.
  • Bessemer Group fully exited SpringWorks Therapeutics in Q2 2025, selling an estimated $8.05M.
  • Bessemer Group's ten largest holdings make up 34% of its $61.6B portfolio in Q2 2025.
  • Bessemer Group opened 131 new positions and closed 188 in Q2 2025.
  • Bessemer Group's portfolio value rose 10% quarter-over-quarter to $61.6B.

Based on Bessemer Group's 13F filing for Q2 2025, filed 1 Aug 2025.